UBPR Reports:
• Dependent upon which type of UBPR Report is selected, you will be required to enter specific search criteria. For example, if you select “Peer Group Average Report”, you will be prompted to select a peer group in the drop down menu. However, selecting a peer group is not a required field for a search of the “Bank XBRL Instance Document Report”.
Call Reports:
•
You must make at least one entry in the search form other than the required
Date or Date Range field.
• If you enter an institution’s unique identifier (RSSD-ID number, FDIC insurance certificate number, OCC charter number, ABA number, or OTS docket number), you will be presented with either:
- The particular report for the institution and reporting quarter you selected, or
- A list of reporting quarters and available reports for the institution you selected for the date range you entered, or
- An opportunity to be transferred from this site to another FFIEC site where you may access a Thrift Financial Report for the institution and date you selected, or
- A message that the institution cannot be found as specified.
• If you enter any combination of name, city, and state, you will get either:
- A list of institutions, reporting quarters, and available reports for the combination of information you entered, or
- The particular report for the institution and reporting quarter that meets the criteria you selected, or
- An opportunity to be transferred from this site to another FFIEC site where you may access a Thrift Financial Report for the institution and date you selected, or
- A message that no institution can be found as specified or that the search must be refined.
• Main office vs. branch data – Searches can only be performed on the main office level.
Helpful Hints for UBPR or Call Report Searches:
• Hints to consider if the institution you are searching for cannot be found:
- Too many criteria – If the Unique Identifier is entered correctly, review the other search criteria components for accuracy.
- Spelling errors in the name or city – Each must exactly match the way values are stored in the CDR database.
- Invalid combination – The correct name is entered, but in the wrong city and/or state.
- Incorrect Unique Identifier – The correct identifier type must be selected for the value entered in the field. Verify both IDRSSD and FDIC Certificate Number.
- Not enough criteria – If too many results are returned, be more specific.